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Skills

  • Organization
  • 401(k) and pension plan knowledge
  • MS Office
  • Group presentation and public speaking
  • Insurance decisions
  • Process improvement
  • Mutual funds
  • Relationship development
  • Problem resolution
  • Data-driven decision making

Work Experiences

  • Advised clients on tax implications of early retirement.
  • Achieved results during 2017.
  • Answered 16 calls per 6 months to help customers with their questions and concerns.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Advised clients on tax implications related to early retirement and withdrawal strategies, leading to savings of $2 over two years.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Achieved a 52% increase in repeat consultations.
  • Boosted new retiree enrollments by 15%.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Collaborative Retirement Representative known for successfully leading cross-departmental initiatives to enhance the delivery of retirement benefit programs in Columbus.
  • Retirement Representative with 16 years of experience working with financial products.
  • Considered client risk tolerance to maximize returns.
  • Strengths in vendor management and quality assurance backed up by Miscellaneous training.
  • Boosted clients’ average retirement fund balances by $8.
  • Articulate Retirement Representative.
  • Achieved timely issue resolution.
  • Collaborative Retirement Representative.
  • Accomplished Retirement Representative.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Designed customized retirement withdrawal strategies that ensured clients maintained liquidity while minimizing tax liability.
  • Optimized the quarterly financial reporting process for clients with a $6 total investment portfolio, reducing reporting errors by 29%.
  • Analyzed changes in tax law and adjusted client withdrawal strategies accordingly, preventing unnecessary tax penalties totaling $10 in 2023.
  • Trained and mentored a team of 18 financial advisors, enhancing the team's overall sales performance by 55%.
  • Implemented portfolio risk assessment tools that helped align investment options with client risk tolerance, contributing to a 45% reduction in high-risk investments.
  • Worked closely with compliance and legal teams to ensure all retirement strategies adhered to state and federal regulations, achieving 100% regulatory compliance audits.
  • Resolved escalated client disputes with a 23% first-contact resolution rate, boosting overall customer satisfaction scores by 39% in 2021.
  • Collaborated with cross-functional teams to release a retirement planning toolkit, which enhanced client onboarding by reducing setup time by 61%.
  • Maintained a 27% client retention rate by delivering tailored retirement solutions aligned with client goals.
  • Led team efforts to update and streamline regulatory compliance processes for new retirement products, reducing compliance risks by 59%.

Affiliations

  • Institute for Retirement Education (IRE)
  • Certified Financial Planner (CFP) Board of Standards
  • Financial Services Institute (FSI)
  • Retirement Income Industry Association (RIIA)
  • Toastmasters
  • Rotary International
  • Society for Human Resource Management (SHRM)
  • American Society of Safety Professionals
  • Public Retirement Community of Practice
  • Society of Human Resource Management

Certifications

  • Certified Pension Consultant (CPC) – Harbor & Co.
  • ServSafe
  • Certified Retirement Counselor (CRC) – Lakeside Partners
  • Certified Professional in Employee Benefits (CPEB) – Vantage
  • NAPA Nonqualified Plan Advisor Certificate – Lakeside Partners
  • Certified Plan Fiduciary Advisor (CPFA) – Meridian
  • Qualified Pension Administrator (QPA) – Ironclad Systems
  • Certificate in Retirement Planning – program
  • Certified Income Specialist (CIS) – Cedar Works
  • Microsoft Certified Systems Engineer (MCSE)

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